Denver, Colorado
Acquiom Operations Analyst Job Opening in Denver, Colorado - SRS Acquiom provides a comprehensive platform to manage escrows, payments, risk, documents, and claims on M&A transactions. Our team of experts works at the pace you do to deliver the solutions you need, when you need them. Our results are enabled by tailored service, technology and data not available anywhere else. With more than 1,500 deals valued at over $248 billion, we?ve made a business out of constant innovation with a singular purpose: helping deal parties and their advisors gain the freedom to do more.
SRS Acquiom - Elevate Your Gain
Position Summary:
SRS-Acquiom is currently hiring for an Operations Analyst who will be responsible for taking ownership of an M&A payments deal from the start to finish. Through this process the person will be responsible for interpreting complicated payment and allocation spreadsheets and creating guidelines for understanding and working with the data. This function will drive the creation of standard procedures and perform the duties necessary to distribute proceeds from M&A transactions, including vendor, security holder, and employee compensation payments. Specific functional responsibility includes performing the data capture of payee information and payments instructions, interpreting complex spreadsheets and analyzing same against merger and agreement documentation, ensuring that all payments are accurately processed consistent with the SRS-Acquiom service levels and that all recipients receive payment confirmations and year-end tax reporting. This hands-on position is based in Denver and reports to the head of SRS-Acquiom Operations.
Primary Responsibilities:
Interpreting and auditing payment and allocation spreadsheets, create guidelines for interpretation of data, manipulating data for import to system of record
Import and export files for use in system of record (Netsuite) and payment files for use with bank interface
Interact with deal contacts such as attorney?s and VIPs from companies to ensure smooth payment experience as needed
Create and maintain stats for payment team as approved by Manager for use in company financials to project staffing and income models
Perform all functions of payments including but not limited to ACH and wire transfer operations, creation and delivery of files, return payment processing, approval of payments, sales support and support time sensitive, mission critical payment services that must be performed as the deal itself develops
Review Letter of Transmittal and other account opening documents for completeness and accuracy
Ensure Operations manuals and guidelines are updated and up to date so they can be relied upon for business continuation situations
Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
Ensure the proper data is available and correctly captured for accurate tax reporting
Support the processing and management of offline dual entry validation to ensure compliance with internal and industry payment protocol
Ensures proper fulfillment and tracking of documentation occurs for each deal
Other responsibilities as assigned
Background & Experience:
Minimum 3-5 years financial operations analyst experience and 1-2 years of payments experience preferred
Bachelors Degree required
Experience driving projects and operational objectives to successful completion required
Advanced knowledge of Microsoft Excel and formula writing and interpretation required; VBA experience a plus
Knowledge in using sophisticated ERP systems and developing work streams and work-arounds to accomplish the desired business task or requirement
Comfortable with interpreting payee and payments documentation, especially domestic and international payment instructions.
ACH and Wire Transfer experience including experience handling returned items a plus
Payroll processing knowledge a plus
Experience working within a cross-functional and cross geographical environment
High awareness of operational risk, critical timelines and of the complex nature of Transfer Agency environment with an ability to work under pressure and to meet tight deadlines
Knowledge of the M&A process a plus
Job Type: Full-time
Job Location:
Denver, CO
Required education:
Bachelor's
Required experience:
Analyst: 3 years
|
